Running Commentary on the SP Movements., page-17652

If there is a JV and not a T/O, many current shareholders may run for the exits. -They will realise they won’t be getting the short term sugar hit they wanted.

Saw this with KDR.

KDR decided to go into partnership with SQM to develop a plant and ultimately a refinery, and it took shareholders by surprise. Until that time most shareholders thought the company would be shipping ore to China. When investors realised the cash would take a bit longer to flow they rushed for the exits and the SP took a hit.

Similar could happen here as many AVZ shareholders have been anticipating T/O in the $0.50 to $0.70+ range for months now.

If it’s JV and production rather than T/O then many short-term investors could end up bailing.

Change in shareholder base etc

Hope this isn’t above your intellectual level

Opinion only, speculation, not advice, dyor etc